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Sila Value Advisors
Ajoy K. Sarker manages Sila Value Advisors, a New Jersey-based boutique running concentrated equity portfolios for private clients.
Sila Value Advisors
Sila Value Advisors operates as a state-registered investment adviser based in Bergenfield, New Jersey. The firm is led by Ajoy K. Sarker, who serves as the Managing Member and Chief Compliance Officer. Sarker, who founded the firm alongside Anita R. Grover, oversees a boutique practice that manages separate accounts for a small, private client base, favoring a concentrated, long-only equity strategy. The firm's ADV filing describes an approach rooted in fundamental value principles, seeking undervalued securities with a multi-year holding period. The investment strategy is anchored in equity securities, often deploying capital into positions across the financial services, technology, and industrial sectors. Sila Value Advisors typically constructs portfolios holding between 10 and 25 individual stocks, avoiding mutual funds, options, and short-selling. The firm does not pool client assets into a proprietary fund; instead, all investments are held in separately managed accounts at Charles Schwab & Co., providing transparency and direct ownership. This architecture limits direct co-investments and syndicated deals, keeping the firm's footprint intentionally narrow and execution simple. Public regulatory filings are the sole window into the firm's operations, as Sila Value Advisors maintains no outward-facing marketing presence, website content, or social media. The firm does not disclose assets under management to the public or participate in industry rankings. Ajoy K. Sarker's professional background prior to founding the firm highlights a career in financial services management, though the firm has not publicized details of its historical track record or performance benchmarks. The practice remains rooted in the New Jersey market, without secondary offices or expansionary signals through late 2025. Sila Value Advisors' structural differentiator lies in its minimalism. In an era of platform consolidation and multi-strategy complexity, the firm offers a deliberately analog proposition: a single manager running concentrated, buy-and-hold accounts for a limited number of families, with no fund layers, no external leverage, and no institutional sales motion. This architecture aligns the manager's incentives directly with the long-term performance of the underlying stocks, a governance advantage that larger multi-family offices often dilute with layered fee structures and product proliferation.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bergenfield
Corporate office
Bergenfield, NJ, United States
Principals
Ajoy K. Sarker
Managing Member and Chief Compliance Officer
Sector focus
Frequently asked questions
Who makes investment decisions at Sila Value Advisors?
Ajoy K. Sarker is the sole investment decision-maker. He founded the firm and serves as both Managing Member and Chief Compliance Officer, according to the firm's regulatory filing with the SEC. The organizational structure does not include an investment committee or external sub-advisors, which makes Sarker solely responsible for portfolio construction, security selection, and trade execution. His approach is rooted in fundamental, long-only value investing, targeting undervalued companies for multi-year holding periods.
How does Sila Value Advisors structure client accounts?
The firm exclusively uses separately managed accounts (SMAs) held in custody at Charles Schwab & Co., per its disclosure filings. Sila Value Advisors does not manage any pooled investment vehicles, private funds, or hedge fund structures, meaning every client owns the underlying securities directly. This separation of custody and management avoids the commingling of assets between clients and grants each client full visibility and control over their individual portfolio holdings.
What investment strategy does the firm employ?
Sila Value Advisors pursues a concentrated, long-only value equity strategy. Portfolios typically hold between 10 and 25 individual stocks selected through fundamental analysis, without using leverage, options, or short positions. The firm explicitly avoids mutual funds and other packaged products, instead constructing bespoke portfolios focused on long-term capital appreciation. This high-conviction approach results in concentrated sector and single-name risk compared to more diversified managers.
Does Sila Value Advisors disclose its assets under management or track record?
No. The firm does not publicly disclose its regulatory assets under management and has elected to keep both its AUM and historical performance private, as permitted for a state-registered exempt reporting adviser with a small client base. Absent any public marketing materials, press coverage, or industry rankings, any attempt to estimate the firm's scale would be speculative. Allocators conducting due diligence would need to request this data directly from the firm.
What is the firm's fee structure and minimum investment?
The firm's public filings do not specify a standard fee schedule or minimum account size, which is typical for a boutique practice that negotiates terms individually with each client. Sila Value Advisors does not publish a rate card or offer automated digital onboarding, reinforcing a bespoke, relationship-driven client model. Any prospective investor would need to contact Ajoy K. Sarker directly to discuss fee arrangements and suitability.
Who founded Sila Value Advisors and what is their background?
Ajoy K. Sarker founded the firm alongside Anita R. Grover, who is listed as a member and co-owner in regulatory filings. Sarker holds the positions of Managing Member and Chief Compliance Officer. While the firm's public record does not detail his specific prior employment or educational history, the boutique structure suggests a career in portfolio management or financial services before launching an independent advisory practice in Bergenfield, New Jersey.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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